Three Bridge Wealth Advisors’s Unilever UL Stock Holding History

Three Bridge Wealth Advisors’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.77M	Sell	30,837 -2,170	-7%	-$145K	0.49%	29
2025 Q4	$2.16M	Buy	33,007 +145	+0.4%	+$9.74K	0.57%	26
2025 Q3	$2.19M	Sell	32,862 -153	-0.5%	-$10.6K	0.56%	27
2025 Q2	$2.27M	Buy	33,015 +1,493	+5%	+$105K	0.6%	29
2025 Q1	$2.11M	Buy	31,522 +642	+2%	+$41.4K	0.73%	28
2024 Q4	$1.97M	Buy	30,880 +176	+0.6%	+$11.9K	0.69%	31
2024 Q3	$2.24M	Sell	30,704 -1,557	-5%	-$108K	0.83%	26
2024 Q2	$2M	Sell	32,261 -1,201	-4%	-$71K	0.79%	26
2024 Q1	$1.89M	Buy	33,462 +23,386	+232%	+$1.3M	0.74%	29
2023 Q4	$550K	Sell	10,076 -20,186	-67%	-$1.09M	0.19%	57
2023 Q3	$1.68M	Buy	30,262 +4,411	+17%	+$255K	0.7%	26
2023 Q2	$1.52M	Sell	25,851 -1,577	-6%	-$93.6K	0.64%	28
2023 Q1	$1.6M	Buy	27,428 +8,322	+44%	+$473K	0.74%	28
2022 Q4	$1.08M	Sell	19,106 -8,669	-31%	-$464K	0.58%	33
2022 Q3	$1.37M	Sell	27,775 -438	-2%	-$22.9K	0.7%	30
2022 Q2	$1.46M	Buy	28,213 +1,215	+5%	+$61.9K	0.71%	30
2022 Q1	$1.38M	Buy	+26,998	New	+$1.5M	0.39%	33

Other funds holding UL

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return